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Procyon Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Procyon Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7,300
Closed -$1.32M – 299
2021
Q1 		$1.32M Buy
+7,300
New +$1.59M 0.59% 47

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Procyon Advisors's IWM Position: Q2 2026 in Review

Procyon Advisors increased its iShares Russell 2000 ETF (IWM) stake by 10% in Q2 2026, buying an estimated $91.3K and bringing the position to 3,571 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #263.

Procyon Advisors first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.79M in Q4 2021. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Procyon Advisors held 3,571 shares of iShares Russell 2000 ETF worth $1.07M as of Q2 2026.
  • Procyon Advisors bought 325 iShares Russell 2000 ETF shares in Q2 2026, an estimated $91.3K.
  • iShares Russell 2000 ETF made up 0.05% of Procyon Advisors's portfolio in Q2 2026, its #263 holding.
  • Procyon Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Procyon Advisors's iShares Russell 2000 ETF position peaked at $1.79M in Q4 2021.
  • 1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.